Paul's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 28 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 33 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 3 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had previous dealing with the founder of the company
How has Paul Ford helped you?
Nice to have someone to discuss our specific situation.
Have you seen the outcome you were hoping for?
Sort of. Obviously we have been affected by the current financial situation
What could they have done better?
Nothin
Review
by a verified client in Hampshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Run my own business needed advice
How has Paul Ford helped you?
Understand all my needs makes you aware of the various opportunity’s very informative
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
I could not ask for a better person to be my adviser
Review
by a verified client in Surrey
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been a very satisfied customer of Paul and his firm for many years.
How has Paul Ford helped you?
Paul gave us the confidence and clear path to retirement which enable me to retire early.
Have you seen the outcome you were hoping for?
Yea
What could they have done better?
Nothing
Review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to consolidate pensions and for them to be managed.
How has Paul Ford helped you?
Consolidated my pensions, managed them and sought to minimise tax liability with any withdrawals.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Sometimes slow to respond.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and investment management.
How has Paul Ford helped you?
Paul has provided key advice and support in terms of financial planning; ensuring well-considered decisions were made in relation to management of funds and investments. Comprehensive updates on market changes and the general economy were always provided to aid understanding.
Have you seen the outcome you were hoping for?
Yes.